Unclaimed
Douglas John Keller is an active investment advisor representative with First Command Advisory Services. Douglas John Keller has been working in the industry since August 11, 2015. Douglas John Keller is registered in 28 states and has passed the SIE, Series 7 and Series 66 exams. Douglas John Keller specializes in Portfolio Management for Individuals and Financial Planning. In addition to First Command Advisory Services, Douglas John Keller is also associated with First Command Financial Planning, Inc. and First Command Insurance Services, Inc.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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2
TX
01/30/2019 - Present
First Command Advisory Services (FORT WORTH TX)
NY
08/13/2009 - 02/08/2010
MADISON PROPRIETARY TRADING GROUP, LLC (NEW YORK NY)
NY
07/28/2009 - 08/21/2009
RBC PROFESSIONAL TRADER GROUP LLC (NEW YORK NY)
BOTH
Issued 02/01/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/23/2016
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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